EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
Focused Compounding
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Is There a Recession in the Yield Curve?
When you say exposed, you're talking about exposed flat yield curve. In fact, i believe we're ed at 20 30. There's not really much of a difference between a 20 year and 30 year bond. A meaningful size inversion has been pretty good at predicting a recession.
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